China Financial Holdings Limited H

Head of Wealth Management (BB-C851B)

Found in: Neuvoo Premium HK



  • Formulate business and sales strategies for facilitating business development and maximize revenue growth for HK and PRC markets
  • Wealth Management products including but not limited to securities, bonds, funds , immigration, insurance products and overseas properties
  • Cultivate strong relationship with clients and broaden the high-net-worth client base by offering comprehensive financial solutions..
  • Lead and supervise the front-line sales team to achieve sales targets and monitor sales performance to uplift sales productivity


  • Degree holder in relevant discipline.
  • Minimum 10 years’ relevant experience in the financial services industry, with at least 5 years in sales management.
  • Proven track record in sales achievement.
  • Holder of SFC and IIQE licenses
  • Strong connection and customer base in HK and PRC market
  • Sound knowledge of financial market, investment & insurance products,
  • Mature, self-motivated with strong leadership in driving business initiatives
  • Strong leadership, coaching, communication and interpersonal skills
  • Good command of written and spoken English and Chinese and fluency in Mandarin.

calendar_today2 days ago

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